Wednesday, December 13, 2023
HomeWealth ManagementMonument Voted High Monetary Professionals in Northern Virginia

Monument Voted High Monetary Professionals in Northern Virginia


IMPORTANT DISCLOSURE INFORMATION

Please do not forget that previous efficiency is not any assure of future outcomes.  Several types of investments contain various levels of danger, and there might be no assurance that the long run efficiency of any particular funding, funding technique, or product (together with the investments and/or funding methods beneficial or undertaken by Monument Capital Administration, LLC [“Monument”]), or any non-investment associated content material, made reference to instantly or not directly on this weblog shall be worthwhile, equal any corresponding indicated historic efficiency degree(s), be appropriate in your portfolio or particular person state of affairs, or show profitable.  As a consequence of varied elements, together with altering market situations and/or relevant legal guidelines, the content material could now not be reflective of present opinions or positions.  Furthermore, you shouldn’t assume that any dialogue or data contained on this weblog serves because the receipt of, or as an alternative to, personalised funding recommendation from Monument. To the extent {that a} reader has any questions relating to the applicability of any particular subject mentioned above to his/her particular person state of affairs, he/she is inspired to seek the advice of with the skilled advisor of his/her selecting. No quantity of prior expertise or success ought to be construed {that a} sure degree of outcomes or satisfaction shall be achieved if Monument is engaged, or continues to be engaged, to offer funding advisory companies. Monument is neither a regulation agency nor an authorized public accounting agency and no portion of the weblog content material ought to be construed as authorized or accounting recommendation.

A duplicate of the Monument’s present written disclosure Brochure discussing our advisory companies and costs is obtainable for evaluate upon request or at www.monumentwealthmanagement.com/disclosures. Please Notice: Monument doesn’t make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any data ready by any unaffiliated third get together, whether or not linked to Monument’s web site or weblog or integrated herein, and takes no duty for any such content material. All such data is offered solely for comfort functions solely and all customers thereof ought to be guided accordingly.

Historic efficiency outcomes for funding indices, benchmarks, and/or classes have been offered for basic informational/comparability functions solely, and usually don’t mirror the deduction of transaction and/or custodial expenses, the deduction of an funding administration charge, nor the impression of taxes, the incurrence of which might have the impact of reducing historic efficiency outcomes.  It shouldn’t be assumed that your Monument account holdings correspond on to any comparative indices or classes. Please Additionally Notice: (1) efficiency outcomes don’t mirror the impression of taxes; (2) comparative benchmarks/indices could also be roughly unstable than your Monument accounts; and, (3) an outline of every comparative benchmark/index is obtainable upon request.

Please Bear in mind: In case you are a Monument shopper, please contact Monument, in writing, if there are any adjustments in your private/monetary state of affairs or funding targets for the aim of reviewing/evaluating/revising our earlier suggestions and/or companies, or if you need to impose, add, or to switch any cheap restrictions to our funding advisory companies.  Except, and till, you notify us, in writing, on the contrary, we will proceed to offer companies as we do presently. Please Additionally Bear in mind to advise us if in case you have not been receiving account statements (no less than quarterly) from the account custodian.

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